Mastercard

An American court on Tuesday preliminarily approved a revised settlement between card networks Visa $V and Mastercard $MA and merchants worth $38 billion. It marks the end of a dispute that has been ongoing since 2005 — merchants accused both networks and banks of colluding to impose unreasonably high payment processing fees, the so‑called swipe fees (interchange). The judge in...
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Visa $V and Mastercard $MA are still moving away from their highs. Visa is already back at last April’s levels!

The high-quality businesses of both companies continue to face market pressure. The shares are trading more than 16% below their ATH.

📅 This week's key events!

This week is really full of important macroeconomic events and also corporate results. Here's a list of the most interesting things I'll be watching.

📈 Tuesday
JOLTS Job Openings - Let's keep an eye on the tightness in the labor market. Fewer job openings could signal a cooling economy.

Consumer confidence in the U.S. - An important barometer of future...
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📊 Investment overview of the week: Giants' results, macroeconomic numbers and key impulses for the markets!

Get ready for a busy week that could have a major impact on market sentiment. The combination of corporate results and important data from the US economy promises a really interesting week.

🍕 Monday
📊 Results before the markets open:
Domino's Pizza $DPZ - Results will show...
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🗓️Klíčové market events of the week: the most important week of the month!
This week is full of interesting macroeconomic data and earnings reports from key companies. Here's a summary of the highlights! 👇

🏠Monday: New home sales!
Let's keep an eye on how the U.S. housing market is doing, which may indicate the health of consumers and the economy as a whole.
📊 Results before the...
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🗓️Klíčové events of the week! 🌟

This week will be the most important week of the whole results season for me, since there are so many results and events, I'm just attaching my list of the most important news:

❌Monday
Prague Stock Exchange closed due to a public holiday

Results:
Before the markets open: ON Semi $ON

After markets close: Ford $F

📊Tuesday

US Consumer Confidence

JOLTS - Job...
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📊 Citigroup's Q3 2024 results: profit falls, but investment banking grows!🏦

Citigroupshares responded by rising by 2 % in the premarket, now unfortunately over 5 % They are writing off 5%!

Citigroup $CBank released its third quarter results today along with others and it shows some interesting numbers. The company reported revenue growth of 1 % to $20.32 billion, beating...
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📊 Investment Calendar 📆

Earnings season is in full swing, and with it comes more exciting news. Here is a summary of the news I will be following.

Monday: I'll only be watching company results.

📈 Earnings: Before the markets open, I'll be watching Domino's Pizza $DPZ, SoFi Technologies $SOFI and ON Semiconductor $ON. After the close, just the results of Paramount $PARA and Logit...
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📈 PayPal: Future or trap?

PayPal $PYPL, once a market darling, is now struggling and has fallen by more than 75 % from its all-time highs.

Airbank has launched a new payment feature where money will go straight from bank to bank, without a terminal or cards. This year ,$MONET.PR, Fio and mBank will launch the same feature . I know some foreign banks have/will be launching a similar feature as well. Do you think this will have an impact on$V and $MA in the future ?

How do you view $V or $MA stock and at what prices would you buy?

For me, these two companies are great and I would like to include their stock in my portfolio, however the stock is currently expensive. I would buy $V stock below $200 and $MA stock below $350.

Mastercard reported results today and the results were very positive. I would very much like to include $MA or $V stock in my portfolio, but both stocks are currently expensive. I would buy $MA below $300 and $V below $190.

Do you have shares of $MA or $V in your portfolio and at what prices are you overbought?

Everyone pays by card, but how are the companies that run them doing?

Both$V and $MA are near their absolute peaks. These companies with a great business model, dividend and huge margins can still be a great part of a portfolio.

Does anyone have them, or are you just walking around. The price is higher now, but that wasn't quite true a year ago.

Do you prefer Mastercard $MA or Visa $V from an investment point of view? 🤔

It's an interesting rivalry for me...